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- Sentinel Group
Sentinel Group
We help businesses and individuals think about their employee benefits and financial goals holistically. Whether you are a CFO looking for a consultant to enhance your companies’ employee benefit plans or an individual looking for help with your own financial goals we are here to help you.
We have a range of dedicated professionals, actuaries, CFPs, retirement consultants, CFAs, and health plan consultants who work to service employers, individuals, and advisors. We believe that by doing the work ourselves we are able to maintain an extraordinary level of customer service.
Our health + wealth experts simplify the benefits process for plan sponsors, and our financial planners pit it all into perspective for individuals.
We provide a broad range of solutions including:
For Employers:
• Retirement + Fiduciary services
• Group Health Benefits
• Reimbursement Accounts
• COBRA
For Individuals:
• Financial Planning
• Online Investing
• Health + Wealth Planning
• Insurance Planning
We have a range of dedicated professionals, actuaries, CFPs, retirement consultants, CFAs, and health plan consultants who work to service employers, individuals, and advisors. We believe that by doing the work ourselves we are able to maintain an extraordinary level of customer service.
Our health + wealth experts simplify the benefits process for plan sponsors, and our financial planners pit it all into perspective for individuals.
We provide a broad range of solutions including:
For Employers:
• Retirement + Fiduciary services
• Group Health Benefits
• Reimbursement Accounts
• COBRA
For Individuals:
• Financial Planning
• Online Investing
• Health + Wealth Planning
• Insurance Planning
Purpose
We are devoted to making health, wealth, and retirement easier for people by nurturing long-lasting relationships, delivering expert guidance, and understanding each unique need.
Vision
Sentinel is a proactive and empathetic partner. We are devoted to nurturing long-lasting relationships through personalized service grounded in trust, support and understanding.
Mission
From the beginning, Sentinel has had a clear focus: Do the right thing for real people. We’re extremely passionate about helping “the 99%” achieve better financial outcomes. And that “golden rule” approach to client service has fueled the firm’s role in serving more than 6,000 clients throughout the United States.
Additional Culture Details
We believe a strong corporate culture drives productivity and success. Our team is unified by a shared purpose and a genuine enjoyment of working together toward common goals. We embrace hybrid and remote work, complemented by an open-concept office that fosters continuous collaboration and connection.
To strengthen interdepartmental relationships, we prioritize meaningful engagement beyond the workplace—through company-sponsored events like departmental kickoffs, quarterly off-sites, employee appreciation days, volunteer opportunities, mental health awareness month + mental health day off of work, holiday celebrations, and more.
At the heart of our company is our people. We hire for cultural alignment and invest in long-term growth, ensuring every team member thrives.
We live our purpose through:
Our People: By supporting one another and helping each other grow.
Our Clients: By creating peace of mind through enhanced financial well-being.
Our Community: By intentionally uplifting those around us and building a stronger community together.
To strengthen interdepartmental relationships, we prioritize meaningful engagement beyond the workplace—through company-sponsored events like departmental kickoffs, quarterly off-sites, employee appreciation days, volunteer opportunities, mental health awareness month + mental health day off of work, holiday celebrations, and more.
At the heart of our company is our people. We hire for cultural alignment and invest in long-term growth, ensuring every team member thrives.
We live our purpose through:
Our People: By supporting one another and helping each other grow.
Our Clients: By creating peace of mind through enhanced financial well-being.
Our Community: By intentionally uplifting those around us and building a stronger community together.
Values
- Integrity
- We commit to doing the right thing all the time; when we say we'll do something we do it.
Headquarters
Wakefield, MA
Employees
262 US Employees
Industry
Life Insurance, Annuities, & Retirement Investments
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